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Connecting Salesforce lets Default read and write your CRM records, keep selected fields in sync, and trigger workflows when records change in Salesforce.
Open Settings from the Dock (the app bar at the bottom of the screen), then select Integrations under Workspace Settings and open Salesforce. Admin access is required.

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Before you connect

Salesforce needs the Default managed package installed in your org before you authorize the connection.
1

Choose Production or Sandbox

On the Salesforce card, Connect is a dropdown with two choices:
  • Production for your live Salesforce org.
  • Sandbox for a sandbox org. You’ll be asked for your sandbox subdomain (for example, acme--dev from acme--dev.my.salesforce.com). You can paste the full URL and Default pulls out the subdomain.
2

Install the managed package

Follow the install link and, in Salesforce, choose Install for All Users. Installing for Admins Only or Specific Profiles can stop Default from reading the CRM objects it needs.
3

Authorize the connection

Back in Default, complete the Salesforce sign-in popup to link your org.
If the package is missing, out of date, or wasn’t installed for all users, Default shows an alert on the Salesforce page with an option to install or upgrade it (with the same Production or Sandbox choice).

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Sync configuration

Once Salesforce is connected, a Sync configuration section appears on its detail page. This controls which Salesforce objects Default watches for changes, so those changes can trigger automation. Default can sync these objects: For each object you can:
  • Configure which fields Default tracks. A change to a tracked field in Salesforce can trigger a workflow in Default.
  • Edit the tracked field set later.
  • Stop Syncing an object without disconnecting Salesforce.

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Manage or disconnect

Connect becomes Manage once connected. To remove the integration, open the Salesforce detail page and select Disconnect.